Jennifer Potmesil, CFP^®, CRPC ^®, CDFA^®

Designations and licenses

Jennifer is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor℠ professional and a Certified Divorce Financial Analyst®.

Experience and education

Jennifer provides personalized wealth solutions to high-net-worth families. These solutions include portfolio management, retirement income planning, insurance planning, charitable and estate planning and tax planning.

Prior to joining Mariner, Jennifer gained financial industry experience at Merrill in Omaha, where her experience included client service and wealth planning.

Jennifer has a bachelor’s degree in psychology from the University of Oklahoma.

Personal interests

Away from the office, Jennifer enjoys spending time outdoors with her husband and two sons. She also serves as the township clerk for her local township.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.